2/18/2021 | Intellectus Partners LLC | 170,531 | $3.35M | 1.0% | +13.4% | 0.000% | |
2/18/2021 | Truist Financial Corp | 15,859 | $0.31M | 0.0% | -27.5% | 0.000% | |
2/16/2021 | Morgan Stanley | 235,437 | $4.63M | 0.0% | +19.6% | 0.000% | |
2/16/2021 | Guggenheim Capital LLC | 53,905 | $1.06M | 0.0% | +63.4% | 0.000% | |
2/16/2021 | First Foundation Advisors | 205,458 | $4.04M | 0.2% | +6.6% | 0.000% | |
2/13/2021 | Tompkins Financial Corp | 2,500 | $49K | 0.0% | N/A | 0.000% | |
2/12/2021 | LPL Financial LLC | 49,398 | $0.97M | 0.0% | +10.8% | 0.000% | |
2/12/2021 | Aviance Capital Partners LLC | 270,296 | $5.31M | 1.1% | +1.4% | 0.000% | |
2/11/2021 | Baird Financial Group Inc. | 21,719 | $0.43M | 0.0% | +81.2% | 0.000% | |
2/11/2021 | Citigroup Inc. | 20,713 | $0.41M | 0.0% | +463.6% | 0.000% | |
|
2/10/2021 | HighTower Advisors LLC | 30,950 | $0.61M | 0.0% | -42.5% | 0.000% | |
2/9/2021 | Wells Fargo & Company MN | 110,953 | $2.18M | 0.0% | +7.6% | 0.000% | |
2/9/2021 | Sigma Planning Corp | 17,974 | $0.35M | 0.0% | -4.7% | 0.000% | |
2/8/2021 | Secure Asset Management LLC | 40,089 | $0.79M | 0.5% | -16.6% | 0.000% | |
2/5/2021 | Litman Gregory Asset Management LLC | 68,200 | $1.34M | 0.2% | +11.6% | 0.000% | |
2/5/2021 | Apriem Advisors | 32,900 | $0.65M | 0.1% | +23.2% | 0.000% | |
2/3/2021 | Shaker Financial Services LLC | 147,011 | $2.89M | 1.2% | +78.8% | 0.000% | |
1/28/2021 | Robinson Capital Management LLC | 5,435 | $0.11M | 0.1% | +1,498.5% | 0.000% | |
1/25/2021 | Janney Montgomery Scott LLC | 18,956 | $0.37M | 0.0% | -4.1% | 0.000% | |
1/21/2021 | Beacon Harbor Wealth Advisors Inc. | 20,300 | $0.40M | 0.2% | N/A | 0.000% | |
1/20/2021 | Kestra Advisory Services LLC | 24,216 | $0.47M | 0.0% | +43.4% | 0.000% | |
1/20/2021 | Measured Wealth Private Client Group LLC | 44,233 | $0.87M | 0.4% | +32.5% | 0.000% | |
1/20/2021 | Park Avenue Securities LLC | 37,902 | $0.75M | 0.0% | +8.2% | 0.000% | |
1/19/2021 | FNY Investment Advisers LLC | 5,063 | $99K | 0.0% | N/A | 0.000% | |
1/19/2021 | Crescent Capital Consulting LLC | 2,000 | $39K | 0.0% | N/A | 0.000% | |
1/12/2021 | Addison Capital Co | 14,300 | $0.28M | 0.2% | -21.9% | 0.000% | |
11/19/2020 | Catalyst Private Wealth LLC | 4,706 | $90K | 0.1% | N/A | 0.000% | |
11/13/2020 | Morgan Stanley | 196,861 | $3.75M | 0.0% | -8.6% | 0.000% | |
11/13/2020 | Guggenheim Capital LLC | 32,983 | $0.63M | 0.0% | +87.8% | 0.000% | |
11/13/2020 | Botty Investors LLC | 154,495 | $2.95M | 0.9% | -17.1% | 0.000% | |
11/12/2020 | Kestra Advisory Services LLC | 16,889 | $0.32M | 0.0% | N/A | 0.000% | |
11/9/2020 | Shaker Financial Services LLC | 82,233 | $1.57M | 0.8% | +370.9% | 0.000% | |
11/9/2020 | LPL Financial LLC | 44,594 | $0.85M | 0.0% | +12.8% | 0.000% | |
11/5/2020 | Wells Fargo & Company MN | 103,161 | $1.97M | 0.0% | +31.6% | 0.000% | |
11/4/2020 | Raymond James & Associates | 57,240 | $1.09M | 0.0% | -1.0% | 0.000% | |
11/3/2020 | Park Avenue Securities LLC | 35,036 | $0.67M | 0.0% | +12.8% | 0.000% | |
11/3/2020 | SkyOak Wealth LLC | 11,894 | $0.23M | 0.1% | -34.3% | 0.000% | |
11/3/2020 | Litman Gregory Asset Management LLC | 61,100 | $1.17M | 0.2% | +40.8% | 0.000% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 59,345 | $1.13M | 0.0% | -2.9% | 0.000% | |
10/27/2020 | Usca Ria LLC | 50,545 | $0.96M | 0.1% | -2.9% | 0.000% | |
10/20/2020 | Secure Asset Management LLC | 48,089 | $0.92M | 0.6% | -10.6% | 0.000% | |
10/15/2020 | Measured Wealth Private Client Group LLC | 33,389 | $0.64M | 0.3% | +35.7% | 0.000% | |
10/9/2020 | Envestnet Asset Management Inc. | 35,272 | $0.67M | 0.0% | +12.7% | 0.000% | |
8/14/2020 | Bank of America Corp DE | 232,229 | $4.40M | 0.0% | -36.7% | 0.000% | |
8/14/2020 | Stifel Financial Corp | 47,084 | $0.89M | 0.0% | +13.2% | 0.000% | |
8/14/2020 | Intellectus Partners LLC | 156,069 | $2.96M | 1.1% | +14.2% | 0.000% | |
8/14/2020 | Advisor Group Holdings Inc. | 25,649 | $0.49M | 0.0% | -98.6% | 0.000% | |
8/13/2020 | Sit Investment Associates Inc. | 1,376,972 | $26.09M | 0.8% | +99.1% | 0.000% | |
8/12/2020 | Bank of Montreal Can | 42,993 | $0.82M | 0.0% | -1.4% | 0.000% | |
8/12/2020 | Commonwealth Equity Services LLC | 17,657 | $0.33M | 0.0% | +3.4% | 0.000% | |
8/10/2020 | HighTower Advisors LLC | 61,080 | $1.16M | 0.0% | -3.8% | 0.000% | |
8/10/2020 | SkyOak Wealth LLC | 18,100 | $0.34M | 0.1% | -6.2% | 0.000% | |
8/7/2020 | Apriem Advisors | 15,550 | $0.30M | 0.1% | +22.0% | 0.000% | |
8/6/2020 | Shaker Financial Services LLC | 17,464 | $0.33M | 0.2% | N/A | 0.000% | |
8/6/2020 | Mid Atlantic Financial Management Inc. ADV | 28,400 | $0.54M | 0.1% | -3.1% | 0.000% | |
8/3/2020 | Measured Wealth Private Client Group LLC | 24,596 | $0.47M | 0.3% | +32.3% | 0.000% | |
7/31/2020 | Litman Gregory Asset Management LLC | 43,400 | $0.82M | 0.2% | +46.9% | 0.000% | |
7/31/2020 | UBS Group AG | 274,537 | $5.20M | 0.0% | -8.5% | 0.000% | |
7/30/2020 | Park Avenue Securities LLC | 31,059 | $0.59M | 0.0% | N/A | 0.000% | |
7/27/2020 | Cambridge Investment Research Advisors Inc. | 61,109 | $1.16M | 0.0% | -1.4% | 0.000% | |
7/24/2020 | Aviance Capital Partners LLC | 219,077 | $4.15M | 1.0% | +16.6% | 0.000% | |
7/16/2020 | Wedbush Securities Inc. | 10,980 | $0.21M | 0.0% | -13.2% | 0.000% | |
7/14/2020 | Secure Asset Management LLC | 53,789 | $1.02M | 0.7% | N/A | 0.000% | |
7/8/2020 | Envestnet Asset Management Inc. | 31,295 | $0.59M | 0.0% | +21.1% | 0.000% | |
6/16/2020 | Royal Bank of Canada | 15,825 | $0.27M | 0.0% | -76.0% | 0.000% | |
5/26/2020 | Morgan Stanley | 527,409 | $9.02M | 0.0% | +92.4% | 0.000% | |
5/26/2020 | Verus Capital Partners LLC | 25,939 | $0.44M | 0.1% | -17.7% | 0.000% | |
5/21/2020 | HighTower Advisors LLC | 63,480 | $1.09M | 0.0% | -3.2% | 0.000% | |
5/18/2020 | Advisor Group Holdings Inc. | 1,861,049 | $0.69M | 0.0% | N/A | 0.000% | |
5/15/2020 | Invesco Ltd. | 136,949 | $2.34M | 0.0% | -3.2% | 0.000% | |
5/15/2020 | Morgan Stanley | 527,409 | $9.02M | 0.0% | +92.4% | 0.000% | |
5/14/2020 | Wells Fargo & Company MN | 80,964 | $1.38M | 0.0% | +43.3% | 0.000% | |
5/14/2020 | Van Hulzen Asset Management LLC | 30,522 | $0.52M | 0.1% | -54.3% | 0.000% | |
5/14/2020 | Intellectus Partners LLC | 136,614 | $2.34M | 1.1% | +7.3% | 0.000% | |
5/13/2020 | Botty Investors LLC | 186,392 | $3.19M | 1.3% | -0.7% | 0.000% | |
5/13/2020 | Horizon Kinetics Asset Management LLC | 417,250 | $7.14M | 0.3% | -13.3% | 0.000% | |
5/12/2020 | Private Advisor Group LLC | 16,052 | $0.27M | 0.0% | -6.8% | 0.000% | |
5/12/2020 | Citigroup Inc. | 3,550 | $61K | 0.0% | -14.5% | 0.000% | |
5/11/2020 | Commonwealth Equity Services LLC | 17,069 | $0.29M | 0.0% | +39.0% | 0.000% | |
5/11/2020 | First Foundation Advisors | 192,821 | $3.30M | 0.2% | +18.7% | 0.000% | |
5/11/2020 | Mid Atlantic Financial Management Inc. ADV | 29,300 | $0.50M | 0.1% | -2.0% | 0.000% | |
5/8/2020 | Northwestern Mutual Wealth Management Co. | 57,300 | $0.98M | 0.0% | +42.8% | 0.000% | |
5/8/2020 | Cambridge Investment Research Advisors Inc. | 61,995 | $1.06M | 0.0% | -8.9% | 0.000% | |
5/8/2020 | Cetera Advisor Networks LLC | 20,466 | $0.35M | 0.0% | -49.6% | 0.000% | |
5/6/2020 | Family Management Corp | 242,020 | $4.14M | 2.1% | +49.2% | 0.000% | |
5/5/2020 | Aviance Capital Partners LLC | 187,895 | $3.21M | 1.0% | +8.1% | 0.000% | |
5/1/2020 | Sigma Planning Corp | 18,613 | $0.32M | 0.0% | +3.8% | 0.000% | |
5/1/2020 | UBS Group AG | 300,141 | $5.13M | 0.0% | -7.7% | 0.000% | |
4/30/2020 | Janney Montgomery Scott LLC | 19,776 | $0.34M | 0.0% | +5.0% | 0.000% | |
4/28/2020 | Litman Gregory Asset Management LLC | 29,550 | $0.51M | 0.1% | N/A | 0.000% | |
4/24/2020 | Lincoln National Corp | 10,316 | $0.18M | 0.0% | -61.7% | 0.000% | |
4/23/2020 | Envestnet Asset Management Inc. | 25,842 | $0.44M | 0.0% | +27.9% | 0.000% | |
4/22/2020 | Lindbrook Capital LLC | 1,500 | $26K | 0.0% | N/A | 0.000% | |
4/22/2020 | Measured Wealth Private Client Group LLC | 18,585 | $0.32M | 0.2% | +3.5% | 0.000% | |
4/21/2020 | Raymond James & Associates | 66,250 | $1.13M | 0.0% | +10.8% | 0.000% | |
4/17/2020 | Wedbush Securities Inc. | 12,647 | $0.22M | 0.0% | +19.1% | 0.000% | |
4/13/2020 | Addison Capital Co | 18,800 | $0.32M | 0.2% | -5.1% | 0.000% | |
2/27/2020 | Verus Capital Partners LLC | 31,505 | $0.65M | 0.2% | N/A | 0.000% | |
2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 152,508 | $3.15M | 0.0% | -2.8% | 0.000% | |
2/14/2020 | Bank of America Corp DE | 340,806 | $7.03M | 0.0% | -20.1% | 0.000% | |